Providing perspective for today’s technology leaders

Rob Enderle

The Enderle Group provides an unparalleled look inside breaking technology events to identify the core reasons that buyers and builders of technology should care.

Rob’s IT Business Edge Blog

  • The Most Troubling Part of the FTC Case Against Qualcomm Jan 31 I attended the closing arguments for the FTC anti-competitive case against Qualcomm, and I was deeply disturbed by what I saw (a lot of us are having issues with this case). The FTC’s closing arguments seemed to be a collection of poorly applied anecdotes, questionable testimony, and a dramatically disproven theory, all thrown out in an unorganized, rapid fire delivery, interspersed with name calling.
  • Qualcomm vs. FTC, Apple and Intel: Deceptions and Misdirection Jan 24 The Qualcomm/FTC trial is pulling a lot of interest because the outcome could shift mobile technology leadership from the U.S. to China, which sadly isn’t an uncommon result of trials like this. I’ve been involved in litigation myself for nearly a decade, or all told, on and off since the early 1980s. Over the years, I’ve been pulled into litigation discussions by clients, observed trials, and had the privilege to serve as a foreman on several juries and an expert witness in several trials. What you come to realize is that a trial isn’t a search for truth, but performance art where the best performance in a less than open-and-shut case (most fall into this category) wins.
  • NVIDIA and the Robotics Revolution Jan 16 NVIDIA has been running pretty hard of late and CEO Jensen Huang has been on his game with regard to strategic planning. The firm’s move to corner the market on autonomous car technology was almost perfectly timed. Neither too early so that it ran out of money before the market emerged or too late, where some other firm was able to gain dominance before NVIDIA could enter. But the technology that goes into autonomous cars is nearly identical to what will be needed with general-purpose robots and, of the two, general-purpose robots will eventually be the larger market. Last week, NVIDIA moved to open up its first dedicated robotics lab in Seattle and it suggests that, as with autonomous cars, NVIDIA has a good shot at cornering the core technology market for these. It is interesting to note that the first into both markets were generally automobile makers, who saw both opportunities long before any of the tech companies but couldn’t convert either in a timely manner to a significant market advantage. Let’s talk about general-purpose robots this week.

More IT Business Edge blog posts »

Rob’s Articles

  • Davos: How a Blend of Cisco and Dell CEOs Coupled with IBM's Hybrid AI Could Save the World eWeek | Feb 8 Both Chuck Robbins and Michael Dell went on camera (you can find the videos of the what they said here) talking about taxes and poverty at Davos this year and their positions are fascinating. Chuck Robbins believes that—with focus—companies like his could end poverty, which is critical to the lives of a significant portion of the world’s population currently living on less than $2 a day. That’s a fascinating number because it means that there are a huge number of folks that have an annual income less than what most of us likely pay for the airfare on our vacation. Michael Dell was braced on the question of a 70% marginal tax rate on people making over $10M per year and he argued he was doing more with the foundation he and his wife set up to take on social issues than the government was likely to do with the money.
  • Why White XPS 13 Takes Dell Laptops to New High Level eWeek | Feb 7 Consistent with the high-end class of personal devices, the new Dell laptop is as much of a design and fashion statement as it is a tool for work.
  • AMD Shoves 7nm Radeon VII In Intel's Face TG Daily | Feb 7 The Power Of Focus And A Strong, Qualified, Leadership Team
  • Anticipating supercapacitors for laptops, tablets and smartphones Computerworld | Feb 7 Supercapacitors are also improving at an impressive rate and are increasingly being used in ever-wider markets – including (soon) our personal devices.

More articles »

Rob Enderle on…

Samsung’s soon-to-be-released smartphones

"Samsung continues to provide more for the money than Apple does largely because they manufacture much more of the core technology and operate on far slimmer margins.” [Users may be satisfied to hang on to their existing handsets for now.] "The natural need to replace them has dropped sharply over time."

Can We Expect 5G at Samsung's Feb. 20 Galaxy 10 Launch? eWeek

Intel’s CEO search and board of directors

“Anyone qualified to run that company with the divisions it has wouldn’t touch it with a 10-foot pole.… You've got people with no experience with microprocessors, and at the end of the day, it’s about microprocessors. They need to fix the board. They can’t function well if you do not have a board that understands what you do.”

Why is Intel without a CEO after seven months? NetworkWorld

Google Assistant’s new capabilities

[Google's push] "is mostly a fight between Google and Amazon" [for this huge market. Microsoft and Apple] "just aren't playing to the level that Amazon and Google are right now."

Google Assistant Gets More Features, Greater Reach TechNewsWorld

Deep data, AI, and quantum computing

"There is a race to capture and analyze data at massive scale because the information that results can redefine competitions … People racing often take shortcuts, and shortcuts in data integrity, accuracy or bias could change what should be … powerful, helpful tools into disasters at near-epic scale.”

IBM Chief Sounds Cautionary Note on Deep Data, AI, Quantum Computing E-Commerce Times

Apple cutting its revenue outlook, citing steeper-than-expected economic deceleration in China

"When the US went after the Huawei founder's daughter, the Chinese government made Apple the target of the day, so sales should be way off. This is more political than it is Apple execution."

Apple cuts outlook, sees 'challenges' in China, emerging markets AFP

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Rob Enderle

An Internet search of media quotes validates Rob Enderle as one of the most influential technology pundits in the world. Leveraging world-class IT industry analysis skills honed at DataQuest, Giga Information Group, and Forrester Research, Rob seized upon the power of the information channel as a conduit to reach business strategists and deliver valuable, experienced-based insight on how to leverage industry advances for maximum business advantage.

As President and Principal Analyst of the Enderle Group, he provides regional and global companies with guidance in how to create credible dialogue with the market, target customer needs, create new business opportunities, anticipate technology changes, select vendors and products, and practice zero dollar marketing. For over 20 years Rob has worked for and with companies like Microsoft, HP, IBM, Dell, Toshiba, Gateway, Sony, USAA, Texas Instruments, AMD, Intel, Credit Suisse First Boston, ROLM, and Siemens.

Mary Enderle

Mary EnderleAs Enderle Group’s Branding and Web Design Consultant, Mary brings a depth of knowledge regarding brand-driven design, creation of brand management tools, creative direction and agency management. Mary was the worldwide corporate brand identity manager at Intel® Corporation, one of the top ten brands in the world. Under Mary’s leadership, her team was responsible for ensuring that all communications were consistent and reflected Intel’s values, to make sure that Intel would continue to rank among the top ten recognized brands worldwide. Mary also spent nine years managing the look and feel for, consulting across many divisions on both creative and site usability.

After leaving Intel, Mary consulted with top tier companies on branding and web design including Dolby Laboratories, Gateway Computers, Advanced Micro Devices, Intel and Kodak Gallery.

Mary was the Brand Director and Affiliate Manager for CafeGive® for 1½ years, a startup that is focused on building a thriving community of nonprofit organizations and their advocates consumers and merchants dedicated to grassroots fundraising through ecommerce. CafeGive has evolved their focus to help nonprofits create social media campaigns for their causes. CafeGive Social is the easy to use platform that helps organizations and teams of all sizes create successful cause marketing campaigns.


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